+204.2%
CVSA vs VOO
+803.9%
-599.6%
-74.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.1% | -0.2% |
| 7D | +5.3% | +3.3% | +2.1% | +2.6% |
| 30D | -7.9% | -2.7% | -5.2% | -5.6% |
| 3M | -7.2% | -1.7% | -5.4% | -5.7% |
| 6M | -7.4% | +3.1% | -10.5% | -10.3% |
| YTD | +15.0% | +11.9% | +3.1% | +3.6% |
| 1Y | +22.9% | +12.1% | +10.8% | +10.4% |
| 3Y | +113.9% | +78.6% | +35.3% | +28.8% |
| 5Y | +261.7% | +73.8% | +187.9% | +119.6% |
| 10Y | +329.9% | +312.3% | +17.6% | +12.2% |
| All | +204.2% | +803.9% | -599.6% | -66.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling